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Modify Purchase Requisition workflow in D365 F&O

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Posted on by 24

Hi Everyone,

I am trying to create a Purchase Requisition workflow, that will split two ways if the conditions are true or false which I've designed as shown in below images.

pastedimage1681220950372v1.png

What i'm trying to do is if any of the conditions are not met, it will reject (false) to the next condition .

pastedimage1681221187371v2.pngpastedimage1681221233379v3.png

But for some reason it will automatically approve, which has not been set in the approval settings. 

1. If the category is 'metal' it goes to the FD for approval, if that category 'metal' is missing it's rejected back to the submitter.

2. If the category is 'packaging' it goes to the MD for approval, if that category 'packaging' is missing it's rejected back to the submitter.

Any advice on this would be appreciated. 

  • Verified answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    RE: Modify Purchase Requisition workflow in D365 F&O

    Hi,

    Glad to hear from you, if the solution works, please mark it as verified, thanks a lot.

    Have a good weekend!

    Best Regards,

    Hana

  • DSMAbertawe Profile Picture
    DSMAbertawe 24 on at
    RE: Modify Purchase Requisition workflow in D365 F&O

    Thank you Hana, worked a treat.

  • Verified answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    RE: Modify Purchase Requisition workflow in D365 F&O

    Hi,

    Perhaps you can double-click the module‘ approve or reject’ to enter the next level, and set conditional constraints in the step. If you do not set the module, the system may approve it by default.

    pastedimage1681281457329v1.png

    And the article about how to process a purchase requisition found for you is in the link below, you can check it as you need.

    Process a Purchase Requisition: D365 Finance and Operations – Dynamics Tips (dynamics-tips.com)

    Purchase requisition workflow: Approval by the Project Manager | My Financial Dynamics AX (wordpress.com)

    Best Regards,

    Hana

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